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Entrepreneurshares Series Tr shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Entrepreneurshares Series Tr (XOVR) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

All positions including Entrepreneurshares Series Tr held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Entrepreneurshares Series Tr by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $221 11 20.18
2025-09-30 $231 11 21.09
2025-06-30 $215 11 19.55
2025-03-31 $184 11 16.73
2024-12-31 $198 11 18.00

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fb Finl (FBK)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Trust Ishare 0-1 (SHV)

View all positions for Keystone Financial Group

Top funds holding Entrepreneurshares Series Tr

Gts Securities
Jain Global
Jane Street
Susquehanna International
Raymond James Financial
Elequin Capital
Farther Finance Advisors
Fortress Wealth Management
LPL Financial
Stifel Financial
Cetera Investment Advisers
D.A. Davidson & Co.
Oppenheimer & Co
AE Wealth Management
M & L Capital Management

View all funds holding Entrepreneurshares Series Tr